See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,475 | $59,107-9.5% | $86,436-38.1% | $68,494-21.9% |
| Participation rate | 85.3% | 75.2%+10.1pp | 80.3%+5.0pp | 67.9%+17.4pp |
| Annual return | -20.29% | -0.23%-20.1pp | 4394.89%-4415.2pp | -7.84%-12.4pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,762 | $5,901-19.3% | $6,952-31.5% | $4,027+18.3% |
| Admin fee / account holder | $1,766 | $5,637-68.7% | $6,731-73.8% | $5,403-67.3% |